SolarCapital MX
Research and analysis for industrial energy decisions in Mexico.
Your substation may block your solar project
CENACE's planned Juárez Potencia substation shows how legacy grid infrastructure can become the binding constraint on new industrial solar, not permitting or capital.
Read analysis ↗ September 28, 2026Integrating Industrial Solar with a Legacy Substation
A 3 MW rooftop and carport solar array on a Mexican manufacturing site is a well understood piece of engineering. The modules, inverters, and racking are commodities. Financing ...
Read analysis ↗ September 23, 2026BESS in Northern Mexico
At 5:04 p.m. on February 18, 2026, CENACE declared a state of emergency on the national grid. A second followed at 7:10 p.m. Operating reserves had fallen below 3% against the 6...
Read analysis ↗ September 19, 2026Why multi-site buyers need a portfolio strategy
Wholesale prices vary by an order of magnitude across CENACE nodes in the same week. A multi-site buyer pricing each facility independently is leaving savings on the table.
Read analysis ↗ May 13, 2026The Capital You Misallocate When Your Supplier Runs the Audit
Vendor-led energy assessments are bound by what the vendor sells. For multi-site operators and their finance teams, that quietly misallocates capital. What an independent, ASHRA...
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